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Client Educator

Employer
Momentum Corporate
Location
Centurion Centurion Tshwane, South Africa
Salary
Competitive
Closing date
Mar 9, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose

Educate employers, financial advisors and members on their group benefits to promote product utilization, understanding of benefits as well as promote and educate stakeholders (internal and external) regarding availability of digital platforms that the company provides.

Requirements

Grade 12
NQF 6 or equivalent qualification in long term insurance
At least 3 years relevant experience in an Employee Benefits environment
Intermediate excel with capabilities in v-lookup and pivot functions
Experience in presenting to large client or member group
Ability to speak an African language, Zulu being advantageous

Additional Information

Willingness to travel frequently (between 1 to 5 days)
Valid driver's licence and vehicle
Willingness to use own vehicle to travel and claim back travel costs according to the Momentum Metropolitan Life Limited Travel policy

Duties & Responsibilities

Prepare, present and educate employers and members on their products and benefits to ensure clear understanding and website usability.
Assess client profile and needs with the intention to pair relevant digital solutions suited for the client.
Monitor trends in client experience, expectations and give feedback on ways to improve operational efficiencies to support the Momentum Metropolitan Life Limited business.
Maintain broad industry, product and process knowledge in order to effectively and accurately assist clients and members with their training needs and queries.
Create and build relationships with the internal stakeholders to ensure effective operational servicing.
Actively promote new business initiatives and strategies to create a positive and value based client experience.
Identify and recommend system and process enhancements enabling client satisfaction and retention.
Escalate any unresolved client, sales or training issues or queries to ensure quick resolution.
Take full accountability and responsibility for clients queries related to the Client Education function.

Competencies

Communicating with impact
Client orientation
Organised
Attention to detail
Teamwork and cooperation
Presentation skills
Results orientated
Decision making and problem solving skills

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